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Employee Profile

Financial Advisor
Ari Goldberg, MBA
(412) 434-0990 x 1739
Downtown Pittsburgh - Corporate Headquarters

Ari Goldberg is a Financial Advisor with Hefren-Tillotson. Ari works closely with clients to understand their specific needs and goals and provides guidance in the areas of financial planning, investments, retirement, tax, insurance, charitable giving and estate planning. Through Hefren-Tillotson's MASTERPLAN® process, Ari provides comprehensive financial planning and investment management to individuals, families, small businesses, and retirement plans.

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Prior to joining Hefren-Tillotson, Ari was the Director of Pittsburgh NCSY for 11 years. In this role he was responsible to engage under-affiliated Jewish teens through informal education and community service. Under Ari’s leadership the Pittsburgh NCSY chapter became a model of innovation and growth for other NCSY chapters throughout the country. Ari also assisted other chapters with both fundraising and financial management.

Ari graduated from Excelsior College with a BA in liberal arts with a focus in finance and received his Masters in Business Administration from Robert Morris University. He also holds the FINRA Series 7 and 66 securities licenses, as well as the appropriate insurance licenses for use in retirement and estate planning. Ari is active in his community, serving as the financial officer of his synagogue and volunteering his time at his children’s school. 

Ari resides in Squirrel Hill with his lovely wife Rachel and their four children. In his spare time, Ari enjoys spending time with the family, playing golf, hockey, and softball, as well as following his beloved Kansas City Royals.

 

Ari is available to help you with your investments and answer your questions.
Send Ari a Message
Send a Message to Ari Goldberg
and take the first step towards your financial future.

Experience.

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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.